Our team has a passion for helping clients not only plan their goals but help them pursue them. We also just enjoy connecting with people, educating and providing resources that our clients need in order to better understand their various statements and know how we can help. A lot of the time, when clients come into the office they are overwhelmed by all of the options available to them on statements – which is why breaking it down for you is always something we love doing!
In 2022, Susan J. Newman took over the company, following in her father's footsteps who started Newman Financial Services over forty years ago. Over the years, our team has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Investment Advisor Representative
I am an experienced professional ready to assist you in your financial planning needs. When I started in investments, I found a passion for helping clients not only plan their goals but help them achieve them. My desire is to educate...